Hedgeye Podcasts
Hedgeye Risk Management
Hedgeye is an investment research and financial media company founded in 2008. Our core principles are transparency, accountability and trust. Hedgeye’s Real Conversations series, hosted by CEO Keith McCullough, brings together the brightest minds in the business to cut through the noise and discuss the financial market moves that actually matter.LEGALThe opinions expressed in Hedgeye Real Conversations are those of the individual speaking and not of Hedgeye, and should not be construed as specific investment advice.Hedgeye® is a registered trademark. All Hedegye Real Conversations are the intellectual property of Hedgeye. All rights reserved. For more information, and to subscribe, go to www.hedgeye.com.
Episodes
Mentioned books
Jun 29, 2021 • 54min
Ep 78 Real Conversations: Prof. Steve Hanke, Johns Hopkins University
**This podcast originally aired as a video livestream on Hedgeye.com on June 16, 2021**Throughout June, Hedgeye CEO Keith McCullough is hosting a special Real Conversations series with four leading market strategists: Inflation Tsunami: Investing During A Rising Inflationary Tide. In this edition, Keith will be joined by Steve Hanke, professor of applied economics at Johns Hopkins and renowned FX and commodity trader.
Jun 16, 2021 • 54min
Ep 77 Real Conversations: James Davolos, Portfolio Manager, Horizon Kinetics
**This originally aired as a video webcast on Hedgeye.com on June 9, 2021**Throughout June, Hedgeye CEO Keith McCullough is hosting a special Real Conversations series with four leading market strategists: Inflation Tsunami: Investing During A Rising Inflationary Tide. In this edition, Keith is joined by James Davolos, Portfolio Manager at Horizon Kinetics.For access to the rest of our special "Inflation Tsunami" interviews, click here.
May 12, 2021 • 1h 1min
Ep 76 Real Conversations: Danielle DiMartino Booth, CEO & Chief Strategist, Quill Intelligence
**This originally aired as a video webcast on Hedgeye.com on May 11, 2021**Listen to Hedgeye CEO Keith McCullough and Danielle DiMartino Booth, former Fed advisor and Chief Strategist at Quill Intelligence in this special investing discussion. They discuss important market implications in the wake of the COVID-19, particularly the extraordinary fiscal and monetary mess D.C. bureaucrats and policy wonks have created.
May 7, 2021 • 60min
Ep 75 Real Conversations: Christopher Whalen, Chairman, Whalen Global Advisors, LLC
**This originally aired as a video webcast live on Hedgeye.com on May 7, 2020**We are excited to bring you another heavy-hitting macro-dose of financial insight with our newest Real Conversation on HedgeyeTV. Hedgeye CEO Keith McCullough will be joined by renowned banker and author Christopher Whalen.Chris has had a storied career on Wall Street, and now uses his expertise to pull out high-level insights from the nitty-gritty of Macro; this is an analytical range you won't find anywhere else.
Apr 14, 2021 • 1h 2min
Ep 74 Real Conversations: Annie Duke, Author, Speaker & Decision Strategist
**This originally aired as a video webcast live on Hedgeye.com on April 7, 2020**In this new edition of Real Conversations, Hedgeye CEO Keith McCullough is joined by Annie Duke, former professional poker player, World Series of poker winner and author of How to Decide: Simple Tools for Making Better Choices.
Apr 13, 2021 • 59min
Steph Pomboy | Pro-to-Pro: A Smart Investor's Big Picture Macro Outlook (Hedgeye Investing Summit)
**This originally aired as a video webcast live on Hedgeye.com on March 18, 2020**This is an exclusive "Hedgeye Investing Summit" interview between Steph Pomboy, Founder of MacroMavens, and Hedgeye CEO Keith McCullough.
Apr 12, 2021 • 49min
Jeffrey Snider: Making Sense And Money Out Of The Global Monetary Madness (Hedgeye Investing Summit)
**This originally aired as a video webcast live on Hedgeye.com on March 18, 2020**This is an exclusive "Hedgeye Investing Summit" interview between Jeffrey Snider, Head of Global Research at Alhambra Investments, and Hedgeye CEO Keith McCullough.
Apr 11, 2021 • 48min
Murray Stahl & James Davolos | Why Inflation Hedging Is Critical (Hedgeye Investing Summit)
**This originally aired as a video webcast live on Hedgeye.com on March 18, 2020**This is an exclusive "Hedgeye Investing Summit" interview between Murray Stahl, Chief Investment Officer at Horizon Kinetics, James Davolos, Portfolio Manager at Horizon Kinetics, and Hedgeye CEO Keith McCullough.
Apr 10, 2021 • 1h 3min
Mike Taylor | How I'm Positioning My Portfolio Right Now (And Why) (Hedgeye Investing Summit)
**This originally aired as a video webcast live on Hedgeye.com on March 16, 2020**This is an exclusive "Hedgeye Investing Summit" interview between Mike Taylor, Portfolio Manager at Critical Mass Partners, and Hedgeye CEO Keith McCullough.
Apr 9, 2021 • 49min
Daniel Lacalle | Inflation Is Back: How To Protect Your Capital (Hedgeye Investing Summit)
**This originally aired as a video webcast live on Hedgeye.com on March 17, 2020**This is an exclusive "Hedgeye Investing Summit" interview between Daniel Lacalle, Chief Economist at Tressis SV, and Hedgeye CEO Keith McCullough.
